Broker Check

Events

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

March 26, 2026

5:00p - 6:30p

Big Brothers Big Sisters of the Midlands

February 3, 2026

4:30p - 6:00p

Shadow Ridge Country Club

Guide to the Markets

JP Morgan will be presenting at the event and speaking to clients in attendance.

December 6, 2025

8:00a - 9:30a

Shadow Ridge Country Club

2025 Pictures With Santa

Pictures With Santa - 2025

June 12, 2025

8:00a - 9:30a

Shadow Ridge Country Club

2025 Pictures With Santa

Pictures With Santa - 2025

February 4, 2025

4:30p - 6:00p

Shadow Ridge Country Club

State of the Markets 2025

First Trust will be presenting at the event and speaking to clients in attendance.

February 20, 2024

6:00p - 7:00p

Happy Hollow Club

"Courage! We've been here before" 2024 Investor Presentation - 6:00 PM

John Thomas with American Funds will be hosting the event and speaking to clients in attendance.

Event Registration

Will you be able to attend this event?